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Smith Douglas Homes

46 hedge funds and large institutions have $152M invested in Smith Douglas Homes in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

2.24% more ownership

Funds ownership: 98.35%100.58% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $157M → $152M (-$4.5M)

12% less funds holding

Funds holding: 5246 (-6)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

Holders
46
Holders Change
-6
Holders Change %
-11.54%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
22
Reduced
7
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$24.6M +$3.92M +216,922 +17%
CM
2
Conifer Management
New York
$24M +$10.5M +581,794 +68%
WA
3
Wasatch Advisors
Utah
$21M +$1.31M +72,525 +6%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$19.7M +$452K +24,996 +2%
BMO
5
Beck Mack & Oliver
New York
$13.7M +$65.2K +3,605 +0.4%
Federated Hermes
6
Federated Hermes
Pennsylvania
$8.84M
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$8.5M -$329K -18,209 -3%
Vanguard Group
8
Vanguard Group
Pennsylvania
$7.59M +$29.6K +1,638 +0.4%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$6.35M +$852K +47,100 +14%
GGHC
10
Gilder Gagnon Howe & Co
New York
$3.71M -$117K -6,456 -3%
BlackRock
11
BlackRock
New York
$2.66M +$83.3K +4,608 +3%
Wells Fargo
12
Wells Fargo
California
$2.16M +$112K +6,191 +5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.75M +$25.4K +1,406 +1%
SEI Investments
14
SEI Investments
Pennsylvania
$1.09M +$179K +9,890 +18%
UBS Group
15
UBS Group
Switzerland
$823K +$414K +22,915 +88%
State Street
16
State Street
Massachusetts
$710K +$19.9K +1,100 +3%
TRSOTSOK
17
Teachers Retirement System of the State of Kentucky
Kentucky
$635K +$83.3K +4,608 +14%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$558K +$63K +3,482 +12%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$483K -$209K -11,564 -29%
Daiwa Securities Group
20
Daiwa Securities Group
Japan
$447K +$79.2K +4,377 +20%
QC
21
Quent Capital
New York
$386K +$416K +23,000 New
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$369K
Victory Capital Management
23
Victory Capital Management
Texas
$365K +$40K +2,210 +11%
Northern Trust
24
Northern Trust
Illinois
$296K -$1.68K -93 -0.5%
Stifel Financial
25
Stifel Financial
Missouri
$221K -$23.5K -1,297 -9%

SDHC Hedge Fund Activity: Q4 2025 in Review

46 of the 8,226 institutional investors tracked by Wall St. Rank reported a position in Smith Douglas Homes (SDHC) for Q4 2025, worth a combined $152M — down 2.9% from $157M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SDHC and 11 opened new positions — a net loss of 6 holders — while 7 trimmed existing stakes and 22 added.

The largest buyer was Conifer Management, adding an estimated $10.5M. The largest seller was 12 West Capital Management, exiting entirely with an estimated $9.45M sold.

  • 46 institutional investors held Smith Douglas Homes (SDHC) as of Q4 2025, down from 52 in Q3 2025.
  • Funds reported $152M of Smith Douglas Homes stock for Q4 2025, down 2.9% quarter-over-quarter.
  • 11 funds opened new Smith Douglas Homes positions in Q4 2025 and 17 closed out, a net change of -6 holders.
  • The largest Smith Douglas Homes buyer in Q4 2025 was Conifer Management, an estimated $10.5M added.
  • The largest Smith Douglas Homes seller in Q4 2025 was 12 West Capital Management, an estimated $9.45M sold.

Based on aggregated 13F filings for Q4 2025.